See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,418 | $58,927-39.9% | $76,817-53.9% | $72,985-51.5% |
| Participation rate | 83.9% | 67.3%+16.5pp | 72.1%+11.8pp | 69.5%+14.4pp |
| Annual return | 12.64% | 2305.64%-2293.0pp | 1166.11%-1153.5pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,082 | $1,787-39.4% | $2,302-53.0% | $2,440-55.7% |
| Participant deferral / active EE | $2,085 | $2,690-22.5% | $3,336-37.5% | $3,607-42.2% |
| Admin fee / account holder | $1,111 | $4,013-72.3% | $6,420-82.7% | $5,124-78.3% |